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Private Wealth Systems

Next-Gen Private Wealth Management

Envisioning the next generation of disruptive wealth management platforms for a leading, innovative industry startup.

NEED INDUSTRY:
Financial Services

CORE OFFERING:
Digital Products & Services

PROJECT:
Personal Wealth Management System

ACTIVITIES:
Product Design & Strategy, User Testing, Prototyping, Experience Design, Web Development, IT Development

The Ask

Leverage a best in class design to gain a competitive edge

Private Wealth Systems provides consolidated investment reporting to private banks, RIA’s, Family Offices, and ultra high net worth investors.

The company’s integrated suite of applications include; account aggregation from over 12,500 global data sources spanning public, private, and physical investments, a proprietary data normalization and transaction mapping engine, multi-asset multi-custodial performance calculation, and a state of the art multi-channel multi-device client portal.

The company’s co-founder, Craig Pearson, stated PWS’ mission is to bring a new level of control and personalization to managing complex wealth.

The platform will leverage visual design to elevate and differentiate the management of private wealth by engaging, educating, and driving collaboration between sophisticated investors and their advisors for better decision making.

The Solution

Using an agile project methodology to deliver a highly complex data-driven solution

Macquarium assembled a comprehensive, cross-functional team of industry-seasoned strategists, designers, and technologists, as well as a crisply crafted iterative Agile approach that could quickly bring the “secret sauce” of PWS to life in a lean fast moving startup manner. The project’s core critical success factor was to set the industry standard for an interactive digital client experience that simplified personal financial management for the most complex investors.

The joint team of PWS leaders and architects, third party technology teams, and the Macquarium experience design team began rapidly cycling through ideas, sprints, designs, technologies, development, and product releases in a highly collaborative series of design and development cycles.

By combining Private Wealth Systems’ unique proprietary core logic with Macquarium’s design expertise, a revolutionary investment reporting platform has been created that will transform the way in which 211,000 ultra high net worth individuals, and their advisors, manage $29 trillion in wealth. Private Wealth Systems has already signed $1.3 billion in new assets under reporting.

I am impressed with your speed, effectiveness, skill and overall attitude. You took the crazy challenge and continue to execute.  You showed no stress, only true professionalism in the face of challenge.  You’ve earned my respect.

Craig Pearson CFA | Co-Founder, CEO

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The Macquarium Building
1800 Peachtree St. NW, Suite 250
Atlanta, GA 30309

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